Lowe’s Companies, Inc. $LOW Shares Bought by Canada Post Corp Registered Pension Plan

Canada Post Corp Registered Pension Plan grew its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 28.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 13,502 shares of the home improvement retailer’s stock after purchasing an additional 2,980 shares during the quarter. Canada Post Corp Registered Pension Plan’s holdings in Lowe’s Companies were worth $3,256,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of LOW. Brighton Jones LLC increased its position in shares of Lowe’s Companies by 119.7% during the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after purchasing an additional 17,413 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Lowe’s Companies by 31.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock valued at $266,000 after purchasing an additional 259 shares during the period. Sivia Capital Partners LLC grew its holdings in shares of Lowe’s Companies by 22.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after acquiring an additional 280 shares during the last quarter. United Bank grew its holdings in shares of Lowe’s Companies by 1.3% in the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock worth $2,690,000 after acquiring an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in shares of Lowe’s Companies by 13.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock worth $528,000 after acquiring an additional 275 shares during the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. UBS Group decreased their target price on Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. DA Davidson restated a “neutral” rating and issued a $275.00 target price on shares of Lowe’s Companies in a report on Thursday, February 26th. KGI Securities assumed coverage on Lowe’s Companies in a report on Tuesday, March 10th. They issued a “neutral” rating and a $255.00 target price on the stock. Bank of America assumed coverage on Lowe’s Companies in a report on Tuesday, May 5th. They issued a “neutral” rating on the stock. Finally, Raymond James Financial cut Lowe’s Companies from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 12th. Twenty-two analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $286.17.

Trending Headlines about Lowe’s Companies

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Analyst commentary remains constructive overall, with Truist and Sanford C. Bernstein both maintaining bullish ratings on Lowe’s while trimming price targets, suggesting Wall Street still sees upside from current levels. Read More
• Positive Sentiment: Investors are looking ahead to Lowe’s Q1 earnings, where Wall Street expects detailed metrics and guidance to help confirm whether recent weakness is temporary or reflects a softer home-improvement demand backdrop. Article Title
• Neutral Sentiment: Lowe’s launched a new “Epically More Messi” marketing campaign tied to loyalty members and the upcoming soccer event, which could support engagement and brand visibility but is not likely a major near-term earnings driver. Article Title
• Neutral Sentiment: Recent articles highlight Lowe’s long-term stock performance and label it a depressed or growth-worthy stock, reinforcing valuation appeal more than changing the near-term operating outlook. Article Title
• Negative Sentiment: The stock has been weighed by recent price-target cuts from multiple firms, including Sanford C. Bernstein and Truist, which signal some caution around the pace of recovery even though ratings remain positive. Article Title
• Negative Sentiment: Broader retail and housing-related concerns remain a headwind, with coverage noting pressure from a softer housing market and shopper sensitivity to retail-theft-related measures in stores. Article Title

Lowe’s Companies Stock Up 0.1%

Shares of Lowe’s Companies stock opened at $218.54 on Monday. The stock has a market cap of $122.39 billion, a PE ratio of 18.44, a price-to-earnings-growth ratio of 4.18 and a beta of 0.91. The business has a fifty day simple moving average of $238.04 and a 200-day simple moving average of $248.86. Lowe’s Companies, Inc. has a 12 month low of $210.33 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping the consensus estimate of $1.94 by $0.04. The business had revenue of $20.59 billion during the quarter, compared to analysts’ expectations of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.Lowe’s Companies’s revenue was up 10.9% compared to the same quarter last year. During the same quarter last year, the firm posted $1.93 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Analysts expect that Lowe’s Companies, Inc. will post 12.61 EPS for the current fiscal year.

Lowe’s Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were given a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Wednesday, April 22nd. Lowe’s Companies’s dividend payout ratio (DPR) is 40.51%.

Lowe’s Companies Profile

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.